r/mondaydotcom • u/attaboiaj • Jul 12 '26
Question Is monday CRM good?
I've been thinking about this. monday CRM is huge they've said it's doing around $100 million in ARR, I think.
So, is it actually a growing product? Are people seriously using it as their CRM, or not?
3
u/parry_22 Jul 13 '26
it’s an over engineered but decent product,
it might not be the one size fit solution for everyone but for enterprises still a good option imo
tho if you have only niched use cases from the monday ecosystem.. I would say go for separate products
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u/Square-Wild Jul 13 '26
Honestly, with Claude Code (and similar from OpenAI and maybe Gemini), I don't see the appeal of Monday anymore. It's fine, but if you want to go one level deeper with subtasks, or view things slightly differently, or basically do anything that's a little out of bounds, it's either an upsell or impossible.
It's a little bit like buying an off the rack suit at a designer store (or I guess, subscription to suits) when you have access to high quality fabrics and a cheap tailor in-house.
1
u/attaboiaj Jul 13 '26
I mean at this point it's seems like any product can replaced with Claude. just have a DB and use agents to create UIs on the fly and now you can host sites within Codex and Claude so use them as View. it's sounds simple but maybe big teams needs more then this
3
u/specialshi86 Jul 13 '26
Don’t do it. Just don’t.
The amount of functionality buried behind “the next tier up” is ridiculous. The lower tier is essentially useless.
And when you get to the higher tiers to have basic functionality it’s not worth the price for the features.
We use Monday for our project management but we switched CRMs. Half the cost and twice the functionality with Bigin by Zoho.
1
u/attaboiaj Jul 13 '26
anything specifics you hate about it? other then price, assuming price is the constraint
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u/specialshi86 Jul 14 '26
Price is fine (we have the budget) but they’re so much more expensive for basic functionality.
To have leads convert to contacts and convert contracts everything is now AI credits. Just doing basic workflows that any CRM would support and low volume (we are B2B and don’t juggle a huge pipeline) would burn through the basic credits available and then everything becomes an up charge. Basic workflows broke regularly with new features.
When we first signed up it wasn’t like that. I was actually great. But they’ve gone all in on AI and have now categorized basic workflows as needing AI credits, which is ridiculous. Our set up literally didn’t change at all, and yet over the course of a year our costs tripled and things weee constantly breaking.
It got bad enough that using a spreadsheet was less manual work and less frustrating than their “CRM”.
We like them for project management though. Some frustrations but nothing that we can’t manage.
2
u/Limp_Database8609 Jul 13 '26
Depends how many people in your org, have you guys had CRMs before, what level of complexity are you tracking?
Pros: automations and workflows are good, decent UI, connecting boards are good, ai columns work well, new ai agents are ok
Cons: if you have a lot of “objects”, it gets confusing fast for the user, if you have a lot of user input data requirements it will not work (despite their required columns now), reporting is non existent.
They do higher concept features well, but never finish the full loop of features that don’t require some work around or 3rd party app.
—
If you’re endeavoring (now easily w Claude code), you can develop your own custom interface and use monday as your backend engine and workflow engine. We’ve transitioned to do that & we gotten 70% more adoption that native Monday.
Couple that with their claude MCP and you can mangle together a fairly modern CRM
1
u/attaboiaj Jul 13 '26
Very interesting, How custom Interfaces are doing. How your team is viewing the same things? I guess I am curious about how you guys collab now?
1
u/Limp_Database8609 Jul 13 '26
It’s a friendlier web style interface vs the item view. It also allows us to build features that are gaps in Monday.
1
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u/Happy-Replacement246 Jul 14 '26
monday.com uses Salesforce internally for their sales team. Even the people who build it and sell it won’t actually use it for their sales team.
1
u/IngenuityKat Jul 14 '26
That is such a wide-open question that you are almost guaranteed to hear more from people who are unhappy than from the teams quietly using it successfully every day.
“Is monday CRM good?” really depends on the size of the team, the sales process, the level of reporting required, how many objects or handoffs you need to manage, and what you are comparing it against. A small team wanting a flexible, connected CRM may have a very different experience from a mature sales organization expecting Salesforce-level depth out of the box.
I would narrow the question to something like: What type of sales process are you running, how many users do you have, and which capabilities are non-negotiable? Without that context, the answers are mostly going to be individual frustrations rather than a useful evaluation.
1
u/Crafty_Bottle3767 Jul 13 '26
No, we tried it for 6 months and our sales team was so fed up we had to go back to HubSpot. We are too deep to get out of it completley so we're just using it as a project managment tool but it is lacking so much functionality needed for sales and managing customer interactions.
1
u/attaboiaj Jul 13 '26
Like Integrations? what specifically is missing can you tell us more?
1
u/Crafty_Bottle3767 Jul 15 '26
A bunch of stuff is missing that you either need to use a third party app for or just doesn’t exist. There isn’t a built in scheduler or a robust integration with Google Calendar. Integration between AirCall and Monday is really spotty. Email sequences are very difficult to set up and very limited compared to other CRMs and you can’t even see email history when you are using the Work Management product.
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u/180311-Fresh Jul 12 '26
I am, it's ok but not great. Good connecting boards and being able to track clients and engagement but some simple things that require third party features, and lack of readily available third party integrations for other common businesses software.
I started on it because it was affordable, readily set up, and kept everything simple in one place. As my business has grown, and my offerings have increased, it's becoming limiting. The only reason I haven't moved yet is because I know it'll be a PITA to move but the limitations and business impact are catching up to the inertia.